How do I create a workflow approval form?

Hi ... I am trying to send a number of employees a contract renewal that I am generating out of AutoCrat to create a pdf to send to employees. I need them to SIGN and return the contract ... and then have it routed to a manager to sign ... then the finshed PDF to be stored in a Google Drive and ideally emailed to the employee.

I know you can create signature fields ... is there a way to do a mailmerge to have a prepopulated form (where they can not change the fields) review and sign?

If I'm not mistaken with AutoCrat, you can actually do the same using our Spreadsheet to Form widget.

How-to-Use-the-Spreadsheet-to-Form-Widget

Then for the fields that were auto populated by the widget, make them read-only so the users cannot change anything in there.

Add all other information/question you need within the form, then follow the guide below to create like a signing workflow:

A-General-Approach-on-Building-an-Approval-Process-Workflow

How-to-Add-an-E-Signature-to-Your-Form

You can also customize a PDF Submission Report which will be sent to Google Drive if you integrate Google Drive within your form.

How-to-Customize-PDF-Submissions-Report

How-to-Integrate-a-Form-with-Google-Drive

However, please note that the Google Drive integration cannot be conditioned to be only synced when the manager signs. Each submission including edits will create the PDF file in your Google Drive.

Thanks ... I will look all this over and see how it goes.
...

Great. If you ever stumble upon some issues or have some questions, don't hesitate to contact us again.

Ok ... so this is the process I am trying to set up. I am hoping to create
some new employee contracts to send out to our teaching staff.
1. The form is opened by someone in HR - the type in the unique employee
code (or cut and paste from a spreadsheet since I am making it a lengthy
serial number for security)
2. When the form populates with the new or returning Employee information
the HR staff hits send.
.. then it triggers an autoresponder to the TEACHER to accept the contract
(the drop down status and the spreadsheet widget are hidden with a
condition)
3. When the employee signs the contract they hit submit and now because it
has a signature it routes to an Administrator to SIGN their portion.
4. When this happens the autoresponder sends HR an email that a new
contract is completed ... it saves a PDF with all the fields completed in
Google DRIVE and the employee receives and email with their signed contract.
... so I am working my way through the logic BUT I noticed that an employee
could stumble upon the original form URL AND if they knew the unquie codes
... could get the form to autopopulate .. thus see someone elses salary.
Can I use permissions to stop them from being able to do that? Can they
fill out their partially form if I restrict the form?
Do you see any issues with my ability to do this work flow?
...

While sending the form to different levels(teacher, employee) you can hide the Spreadsheet to Form widget so that it is only visible when the form is opened by HR or when the form is edited by using the Get Form Page URL:

https://www.jotform.com/widgets/get-form-page-url

If Get form page URL contains "edit" then hide the Spreadsheet to Form widget

You may also enable/disable the fields on different levels/

Guide: https://www.jotform.com/help/371-How-to-Enable-Disable-Fields-Using-Conditional-Logic

Let us know if you have further questions.

Thanks.